Here is a brief overview of our basic investment criteria:

  • Carve-outs and family owned businesses
  • Industrial, distribution, consumer 
  • Equity or debt securities
  • Substantial North America focus
  • Platforms with $150+ million of sales
  • Platforms with $15+ million of EBITDA
  • Add-on transactions with $40+ million of sales
  • Enterprise values of up to $500 million

If you have an investment opportunity that fits our criteria, we'd like to talk with you.

Please contact Stephen Madsen at